Purchases and Sales Made in Q3 2024 in Ishares Tr Ibonds 2028 Term Hi (IBHH)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2028 Term Hi (IBHH) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS 2028 TERM HI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
871KNew |
$20M - $20.9M
|
871K
$20.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
129K+ 105.46% |
$2.96M - $3.09M
|
251K
$5.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
99.7K+ 335.34% |
$2.29M - $2.39M
|
129K
$3.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
83.2K+ 229.49% |
$1.91M - $2M
|
120K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
67.1K+ 201.41% |
$1.54M - $1.61M
|
100K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.7K+ 5.92% |
$704K - $735K
|
548K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
20.9KNew |
$480K - $502K
|
20.9K
$489K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.3K+ 27.92% |
$466K - $487K
|
93K
$2.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.6K+ 105.39% |
$358K - $373K
|
30.3K
$709K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15K+ 23.83% |
$344K - $359K
|
77.8K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.8K+ 281.9% |
$294K - $307K
|
17.3K
$405K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.1K+ 76.71% |
$255K - $266K
|
25.5K
$596K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.8KNew |
$248K - $259K
|
10.8K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 24.82% |
$238K - $249K
|
52.1K
$1.22M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8.56KNew |
$196K - $205K
|
8.56K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.51K+ 45.58% |
$195K - $204K
|
27.2K
$634K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
6.17K+ 16.46% |
$142K - $148K
|
43.6K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.99K+ 47.46% |
$138K - $144K
|
18.6K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.3KNew |
$98.7K - $103K
|
4.3K
$100K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.27K+ 20.31% |
$98.1K - $102K
|
25.3K
$591K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.02K+ 15.76% |
$92.2K - $96.2K
|
29.5K
$689K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.01K+ 234.07% |
$92K - $96K
|
5.72K
$133K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.44K+ 30.47% |
$79.1K - $82.6K
|
14.7K
$344K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.86K+ 74.31% |
$65.6K - $68.4K
|
6.7K
$156K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.67K+ 6.89% |
$61.2K - $63.9K
|
41.3K
$965K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.65K+ 13.3% |
$60.9K - $63.6K
|
22.6K
$528K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.45K+ 11.54% |
$33.3K - $34.8K
|
14K
$327K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.34K+ 0.79% |
$30.7K - $32K
|
170K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
891+ 2.26% |
$20.5K - $21.4K
|
40.3K
$941K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
239+ 1.71% |
$5.49K - $5.73K
|
14.2K
$332K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
38+ 0.27% |
$872 - $911
|
14.4K
$335K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-216- 1.82% |
$4.96K - $5.18K
|
11.6K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-2.39K- 11.76% |
$54.8K - $57.2K
|
17.9K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.95K- 10.93% |
$160K - $167K
|
56.6K
$1.32M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.06K- 35.15% |
$185K - $193K
|
14.9K
$347K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.65K- 35.01% |
$222K - $231K
|
17.9K
$418K
|